FoxLogica News Analysis - FoxLogica

⏸️ OBOY: HOLD Signal (5/10) – NOTICE OF EXTRA ORDINARY GENERAL MEETING REVOKED

⚡ Flash Summary

Oilboy Energy Limited is seeking shareholder approval to change the utilization of funds raised through a 100% Right Issue of Rs. 250,000,000. Originally intended for a “Bio-Oil from Pyrolysis – Waste to Energy through Fast Pyrolysis” project, the company now plans to use these funds for expansion of its existing trading business involving coal, LPG, and allied fuel products, enhancement of storage, logistics, and supply chain infrastructure, and strengthening its working capital base. The decision to alter the fund’s purpose comes after a reassessment considering adverse macro-economic conditions, import restrictions, project cost escalation, and unfavorable investment viability. Shareholders will vote on this special resolution at an Extra-Ordinary General Meeting on December 16, 2025.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEGATIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

❌ Oilboy Energy Limited (OBOY) is revoking the original plan for a “Bio-Oil from Pyrolysis” project.
💰 The company raised Rs. 250,000,000 through a 100% Right Issue for the initial project.
📅 An Extra-Ordinary General Meeting (EOGM) is scheduled for December 16, 2025, to vote on the change.
🚧 The original project faced headwinds due to adverse macro-economic conditions and financial uncertainty.
🚫 Import restrictions impacted the procurement of plant, equipment, and technology.
📈 Project cost estimates saw significant escalation.
⚠️ Increased execution and operational risks were identified.
📉 The initial project’s investment viability became unfavorable.
🔄 Funds will now be redirected towards expanding the existing trading business.
⛽ Expansion includes coal, LPG, and allied fuel products.
📦 Enhancement of storage, logistics, and supply chain infrastructure is planned.
💪 Strengthening of the working capital base and related operating assets.
✅ The Board of Directors recommends the proposed change in fund utilization.
🗳️ Shareholders can vote via postal ballot or e-voting.
✉️ E-voting lines will be open from December 13-15, 2025.

🎯 Investment Thesis

Given the strategic shift away from the pyrolysis project and towards expansion of existing operations, a HOLD recommendation is appropriate. The company has cited valid concerns regarding macroeconomic conditions and project viability. However, the success of the new investment areas remains uncertain. A more in-depth understanding of OBOY’s ability to execute these new strategies and generate returns comparable to, or better than, the original project is needed before a BUY recommendation can be considered. The price target will depend on the future performance of the reallocated investments, and a reassessment should be made within a 12-18 month time horizon.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 25, 2025

announcements BUXL Signal: SELL

📉 BUXL: SELL Signal (8/10) – Corporate Briefing Presentation

⚡ Flash Summary

Buxly Paints, a Pakistani company established in 1933, presented its corporate briefing on November 26, 2025. The company’s financial results for 2025 show a decrease in net sales by 6% compared to 2024. This decrease in revenue has negatively impacted profitability, with the company reporting a net loss after taxation, and a substantial decrease in EPS. Management cites slow GDP growth, slow construction activity, and intense competition as key challenges.

Signal: SELL 📉

Strength: 8/10

Sentiment: NEGATIVE

Time Horizon: SHORT_TERM

📌 Key Takeaways

Established in 1933 in Hyderabad Daccan, Pakistan. 🇵🇰
Started Karachi & Chittagong Factories in 1948. 🏭
First Paint Factory of Pakistan. 🥇
Became a Public Limited Company in 1985. 🏢
One of only Two Listed Companies in the Paints Industry in Pakistan. 📊
Net Sales decreased by 6% from 622,985 to 587,141 (Rupees in ‘000s). 📉
Gross Profit increased by 4% from 107,323 to 111,884 (Rupees in ‘000s). 📈
Gross Profit Margin improved from 17.23% to 19.06%. ✅
Profit Before Tax decreased significantly by 78% from 14,790 to 3,280 (Rupees in ‘000s). ⚠️
Profit After Taxation turned negative, decreasing by 158% from 7,003 profit to (4,059) loss (Rupees in ‘000s). 🔴
EPS decreased dramatically by 158% from 4.86 to (2.82) (Rs.). 📉
Major shareholders include Slotrapid Limited (37.64%) and Berger Paints Limited (19.00%). 🤝
Key Business Segments: Decorative, Projects, Government & Marine, General Industries Finishes, Protective Coating, Automotive Business. 🎨
Challenges include slow GDP growth, slow construction activity, and intense competition. 🚧

🎯 Investment Thesis

Based on the financial performance presented, a SELL recommendation is warranted. The declining revenue, net loss, and decreased EPS indicate significant challenges for Buxly Paints. The company faces headwinds from slow economic growth and intense competition. A price target is difficult to determine given the negative earnings. Time horizon is short-term, as the issues need immediate attention and resolution to avoid further value erosion.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 25, 2025

announcements JGICL Signal: HOLD

⏸️ JGICL: HOLD Signal (5/10) – Corporate Briefing Session of Jubilee General Insurance Company Limited

⚡ Flash Summary

JGICL announced: Corporate Briefing Session of Jubilee General Insurance Company Limited. Basic analysis suggests neutral sentiment. Professional review recommended.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

JGICL made announcement: Corporate Briefing Session of Jubilee General Insurance Company Limited
Automated analysis: HOLD signal detected
Signal strength: 5/10
This is basic analysis – manual review recommended
Professional CFA analysis unavailable

🎯 Investment Thesis

Basic HOLD indication for JGICL. Manual verification required.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 25, 2025

announcements RUPL Signal: SELL

📉 RUPL: SELL Signal (7/10) – CBS Presentation attachment

⚡ Flash Summary

Rupali Polyester Limited (RUPL) reported a significant loss for the year ended June 30, 2025, with a net loss of PKR 1,526.38 million compared to a loss of PKR 822.51 million in the previous year. Sales decreased substantially from PKR 10,485.06 million in 2024 to PKR 6,162.28 million in 2025. The company faced a gross loss of PKR 1,079.19 million, a stark contrast to the gross profit of PKR 23.37 million in the prior year, which was further impacted by high finance costs and administrative expenses. However, the imposition of anti-dumping duties on Polyester Filament Yarn (PFY) from China and concessional power tariffs offer potential for future profitability.

Signal: SELL 📉

Strength: 7/10

Sentiment: NEGATIVE

Time Horizon: SHORT_TERM

📌 Key Takeaways

📉 Rupali Polyester Limited (RPL) reported a net loss of PKR 1,526.38 million for the year ended June 30, 2025.
📉 Sales plummeted to PKR 6,162.28 million, a decrease from PKR 10,485.06 million in the previous year.
💔 Gross loss of PKR 1,079.19 million compared to a gross profit of PKR 23.37 million in 2024.
⚠️ Finance costs remained high at PKR 448.48 million, although decreased from PKR 632.98 million in the previous year.
🏢 Administrative expenses totaled PKR 221.48 million, down slightly from PKR 230.81 million in 2024.
⛔️ Loss per share was PKR 44.80, compared to a loss per share of PKR 24.14 in the previous year.
🛡️ Anti-dumping duty imposed on Polyester Filament Yarn (PFY) from China could provide a more level playing field.
⚡ Concessional power tariff of Rs.22.98 per unit aims to reduce manufacturing costs.
📈 Total assets increased significantly from an initial capital outlay of Rs.150 million to Rs.12,015 million as of June 30, 2025.
🌍 Pakistan’s economy shows signs of stability, which may support future growth.
✅ Company emphasizes continuous efforts to regain sustainability despite facing difficult periods.

🎯 Investment Thesis

Given the significant losses, declining sales, and persistent financial challenges, a SELL recommendation is warranted for RUPL. While the imposition of anti-dumping duties and concessional power tariffs offer potential for improvement, the company’s current financial state is too precarious. A price target of PKR 5.00, representing a significant downside from the current trading levels, is appropriate. The time horizon for this recommendation is SHORT_TERM, as immediate action is needed to mitigate further losses.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 25, 2025

announcements Signal: HOLD ZAHID

⏸️ ZAHID: HOLD Signal (5/10) – Presentation for Annual Corporate Briefing Session-2025

⚡ Flash Summary

Zahidjee Textile Mills Limited’s corporate briefing for the year ended June 30, 2025, presents a mixed picture. While the company has made strides in strategic positioning and capital expenditure, financial performance shows a decline in sales and profitability compared to previous years. The company is focused on export-led growth, value addition, and sustainability. A significant capital expenditure was undertaken in the spinning segment, indicating investments in infrastructure. The company needs to address declining sales and profit.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEGATIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📉 Sales decreased from PKR 37.74 billion in 2024 to PKR 40.61 billion in 2025.
📉 Gross profit declined significantly from PKR 1.83 billion in 2024 to PKR 2.67 billion in 2025.
📉 Operating profit increased from PKR 2.93 billion in 2024 to PKR 3.46 billion in 2025.
📉 Profit before taxation increased from PKR 830 million in 2024 to PKR 1.68 billion in 2025.
🏭 Successfully implemented a new spinning project comprising 16,800 spindles.
⬆️ Property, plant, and equipment increased by PKR 3.53 billion YoY.
✔️ Vertically integrated textile exporter with robust manufacturing capabilities.
✔️ Focus on high-margin export markets, especially in Europe and USA.
✔️ Emphasis on dyed, finished, and stitched products to move up the value chain.
✔️ Leveraging eco-certifications and ESG compliance to meet global buyer standards.
✔️ Total additions to fixed assets totaled PKR 287.87 million in FY-2025.
✔️ New spindles are contributing to yarn production.
➡️ Fixed asset turnover ratio decreased from 2.41 to 2.12
➡️ Debt to capital ratio decreased from 83 to 77
⬆️Book value per share increased to 74.66 from 65.41

🎯 Investment Thesis

Given the decrease in sales and profit, I recommend a HOLD rating for Zahidjee Textile Mills Limited. While the company has made investments in its spinning capacity, it needs to address declining sales and profit. A potential price target cannot be accurately determined without a detailed financial model, but it would be prudent to wait for sales and profitability to improve before considering a BUY rating.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 25, 2025

announcements NEXT Signal: HOLD

⏸️ NEXT: HOLD Signal (5/10) – Corporate Briefing Session 2025

⚡ Flash Summary

Next Capital Limited has announced a Corporate Briefing Session (CBS) for shareholders, investors, and analysts to discuss the company’s business results for the financial year ended June 30, 2025. The session will be held in Karachi, with the date set for November 28, 2025, at 10:00 am. Interested participants are required to confirm their participation by emailing Muhammad Rizwan Yousuf at rizwan.yousuf@nextcapital.com.pk no later than November 27, 2025. This briefing aims to provide an overview of the company’s performance and strategic direction for the specified financial year.

Signal: HOLD ⏸️

Strength: 5/10

Sentiment: NEUTRAL

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🗓️ Corporate Briefing Session scheduled for November 28, 2025.
🏢 Session will cover business results for the financial year ended June 30, 2025.
📍 The event will be held in Karachi.
⏰ The briefing is scheduled to begin at 10:00 am.
👤 Muhammad Rizwan Yousuf is the contact person for inquiries.
📧 Confirmation of participation required via email: rizwan.yousuf@nextcapital.com.pk.
⏳ Deadline for confirmation is November 27, 2025.
📢 The briefing is targeted towards shareholders, investors, and analysts.
💼 Next Capital Limited is conducting the session.
📊 The session aims to provide detailed insights into the company’s performance.

🎯 Investment Thesis

Given the lack of financial specifics, a HOLD recommendation is appropriate. Investors should wait for the CBS on November 28, 2025, to gather detailed financial insights before making any investment decisions. Further analysis will be required based on the information disclosed during the briefing.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 25, 2025

announcements MSOT Signal: HOLD

⏸️ MSOT: HOLD Signal (6/10) – Others

⚡ Flash Summary

Masood Textile Mills Limited (MTM) reveals its corporate briefing session for 2025, highlighting its transition into a fully integrated textile unit focused on value-added products since its establishment in 1984. MTM’s expansion includes in-house capabilities spanning spinning, knitting, dyeing, and apparel manufacturing, serving major global apparel and fabric customers. The company is listed on the Pakistan Stock Exchange and emphasizes sustainability through regenerative cotton initiatives and solar power plants. Financial results for 2025 show revenue of PKR 59.202 billion, with a profit after taxation of PKR 131 million and basic EPS of PKR 1.20.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

🏭 MTM started as a spinning unit in 1984 and is now a fully integrated textile unit.
🇵🇰 Listed on the Pakistan Stock Exchange since July 20, 1988.
🧶 Vertically integrated with in-house spinning, knitting, fiber & yarn dyeing, and apparel manufacturing.
🌎 Engaged in the production of high-quality textile products largely exported to USA, Canada, and Europe.
👕 Diverse product range including yarn, fabric, loungewear, activewear, and sportswear.
🤝 Apparel customer base includes JCPenney, Hugo Boss, Calvin Klein, and Marks & Spencer.
🧵 Fabric customer base includes Marks & Spencer, Tommy Hilfiger, and Fruit of the Loom.
📡 In-house designed ERP system for effective decision-making.
🆔 Garments have unique ID tracking from cotton crop to shipment.
🌱 Committed to regenerative cotton practices, partnering with 3,000 farmers over 4,267 hectares.
🔆 Installing a 6.2 MW solar power plant; 5 MW expected to be energized by Dec-25 and 1.2 MW by Jan-26.
🇪🇺 Pursuing a diversification strategy focused on the European Union.
📈 Revenue in 2025 is PKR 59.202 billion.
✅ Profit after taxation in 2025 is PKR 131 million.
💲 Basic Earnings Per Share (EPS) in 2025 is PKR 1.20.

🎯 Investment Thesis

Based on the information provided, a HOLD recommendation is appropriate. The company’s integrated structure and sustainability initiatives are positive, but decreased profit margins and reliance on external factors (e.g. European Union) necessitates a cautious approach. The company needs to demonstrate consistent profitability improvements and revenue growth to support a more bullish outlook.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 25, 2025

AKDSL announcements Signal: BUY

📈 AKDSL: BUY Signal (8/10) – Presentation – Corporate Briefing Session 2025

⚡ Flash Summary

AKD Securities Limited (AKDSL) has demonstrated exceptional financial performance, reporting a YoY increase of 54% in operating revenue, driven primarily by equity brokerage. The company’s profit after tax surged by 151% YoY, supported by substantial investment gains and efficient cost management, as evidenced by the improved cost-to-income ratio. With a focus on digital trading and a growing investor base, AKDSL exhibits strong growth potential. Current Account Deficit is set to remain in control at 0.4% of GDP in FY25 with slight depreciation in currency.

Signal: BUY 📈

Strength: 8/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📈 Operating revenue increased by 54% YoY, reaching PKR 1,953.7 million.
💰 Equity brokerage remains a primary revenue driver, with a 65% increase.
✨ Digital trading activity and HNWIs participation contributed to revenue growth.
💸 Non-equity brokerage increased by 27% YoY.
📉 Investment gains surged by 479% YoY to PKR 2,494.8 million.
✅ Operating expenses increased by 47% YoY due to inflationary pressures and investments.
💡 Cost-to-income ratio improved by 29% YoY, indicating cost management.
📉 Financial charges decreased by 40% YoY due to debt repayment.
📊 Profit before tax increased by 148% YoY, totaling PKR 4,136.3 million.
🧾 Profit after tax increased by 151% YoY, reaching PKR 3,156.3 million.
✔️ Earning per share (EPS) increased by 150% YoY to PKR 5.66.
🏦 Break-up value per share increased by 28% to PKR 21.50.
💸 Dividend payout at 20%.
🌱 Return on equity (ROE) increased by 97% to 26%.
✔️ PSX average volumes per day increased by 35%.

🎯 Investment Thesis

AKDSL exhibits a strong BUY signal due to its impressive revenue and profit growth, efficient cost management, and robust digital trading platform. The company’s strategic focus on equity brokerage and high-net-worth individuals positions it well for future growth. The current price is expected to increase with a price target based on the current EPS and a conservative PE ratio in line with peers.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 25, 2025

AKDSL announcements Signal: BUY

📈 AKDSL: BUY Signal (8/10) – Presentation – Corporate Briefing Session 2025

⚡ Flash Summary

Signal: BUY 📈

Strength: 8/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

📈 Operating revenue increased by 54% YoY, reaching PKR 1,953.7 million.
💰 Equity brokerage remains a primary revenue driver, with a 65% increase.
✨ Digital trading activity and HNWIs participation contributed to revenue growth.
💸 Non-equity brokerage increased by 27% YoY.
📉 Investment gains surged by 479% YoY to PKR 2,494.8 million.
✅ Operating expenses increased by 47% YoY due to inflationary pressures and investments.
💡 Cost-to-income ratio improved by 29% YoY, indicating cost management.
📉 Financial charges decreased by 40% YoY due to debt repayment.
📊 Profit before tax increased by 148% YoY, totaling PKR 4,136.3 million.
🧾 Profit after tax increased by 151% YoY, reaching PKR 3,156.3 million.
✔️ Earning per share (EPS) increased by 150% YoY to PKR 5.66.
🏦 Break-up value per share increased by 28% to PKR 21.50.
💸 Dividend payout at 20%.
🌱 Return on equity (ROE) increased by 97% to 26%.
✔️ PSX average volumes per day increased by 35%.

🎯 Investment Thesis

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 25, 2025

announcements LIVEN Signal: HOLD

⏸️ LIVEN: HOLD Signal (6/10) – Notice of Declaration of CDS Eligibility of Letter of Rights (Right Entitlements) of Ordinary Shares of Liven Pharma Limited

⚡ Flash Summary

Liven Pharma Limited has received confirmation from the Central Depository Company (CDC) that its Letter of Rights (Right Entitlements) are now eligible as CDS securities. This eligibility is effective from November 24, 2025, as per the CDC’s notice dated November 21, 2025. The announcement facilitates the trading and settlement of these rights entitlements through the Central Depositary System. This move should streamline transactions and potentially broaden investor participation in Liven Pharma’s rights issue.

Signal: HOLD ⏸️

Strength: 6/10

Sentiment: POSITIVE

Time Horizon: MEDIUM_TERM

📌 Key Takeaways

✅ Liven Pharma’s Letter of Rights declared CDS eligible.
🗓️ Effective date: November 24, 2025.
🏢 CDC confirmed eligibility via notice dated November 21, 2025.
📄 Refers to rights issue of ordinary shares.
🔗 Facilitates trading and settlement through CDS.
📜 Follows Regulation 8AA.1.1 and SAA.2.2 of CDC regulations.
🤝 Company must fulfill CDC’s procedural requirements.
ℹ️ Informs TREC holders of the Exchange.
🏢 Addresses Pakistan Stock Exchange.
✉️ Referenced letter no PSX/C-857-1681 dated September 15, 2025.

🎯 Investment Thesis

Based on the announcement, the recommendation is HOLD. The declaration of CDS eligibility for Liven Pharma’s Letter of Rights is a positive operational development but does not fundamentally alter the investment case. More information on the utilization of the rights and its effects on the company will be needed.

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Disclaimer: AI-generated analysis. Not financial advice.

Written by: FoxLogica News Analysis

Published on: November 25, 2025

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